Filed February 17, 2014 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-1867445 | Custodial (other than securities); In... | $23,676 |
PRICEWATERHOUSECOOPERS LLP2+ years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $11,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,340 | $66,783-53.1% | $35,483-11.7% | $66,783-53.1% |
| Participation rate | 43.0% | 58.4%-15.4pp | 92.2%-49.2pp | 58.4%-15.4pp |
| Annual return | 9.46% | 10.67%-1.2pp | 10.66%-1.2pp | 10.67%-1.2pp |
| Employer contribution / active EE | $2,681 | $7,829-65.8% | $2,141+25.2% | $7,829-65.8% |
| Participant deferral / active EE | $0 | $0 | $2,253-100.0% | - |
| Admin fee / account holder | $8 | $203-95.9% | $1,043-99.2% | $203-95.9% |